WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
229 hedge funds and large institutions have $975M invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 20 closing their positions.
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
0% less funds holding
Funds holding: 230 → 229 (-1)
6.26% less ownership
Funds ownership: 64.98% → 58.72% (-6.3%)
21% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 94
30% less capital invested
Capital invested by funds: $1.4B → $975M (-$423M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.65M |
| 2 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
+$6.62M |
| 3 |
Morgan Stanley
New York
|
+$4.9M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$4.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$126M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$63.9M |
| 3 |
Jane Street
New York
|
-$63.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$39M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$19.6M |
XSOE Hedge Fund Activity: Q4 2024 in Review
229 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q4 2024, worth a combined $975M — down 30% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new XSOE positions and 20 closed out — a net gain of 6 holders — while 74 added to existing stakes and 94 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $9.65M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $126M sold.
- 229 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q4 2024, down from 230 in Q3 2024.
- Funds reported $975M of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q4 2024, down 30% quarter-over-quarter.
- 26 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q4 2024 and 20 closed out, a net change of +6 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $9.65M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q4 2024 was Harel Insurance Investments & Financial Services, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2024.